ట్రావెల్ సేల్స్ ఎగ్జిక్యూటివ్

Title: Travel Insurance Executive

Objective: Drive corporate travel insurance sales by generating qualified leads,

educating stakeholders, preparing competitive quotations, and ensuring

seamless policy issuance and service.

Core Duties and Responsibilities

Lead Generation and Business Development

• Identify and research prospective corporate clients across relevant industries, travel-intensive functions, and geographies.

• Build and maintain a qualified pipeline through cold outreach, email campaigns, LinkedIn/social selling, industry events, and referrals.

• Qualify leads based on travel volume, geographies, risk profile, existing coverage, and decision-making structure.

• Maintain CRM discipline: log activities, update lead status, forecast opportunities, and track conversion metrics.

• Conduct structured needs assessments for corporate travel programs (domestic/international, , destinations, traveler demographics).

Quotation and Proposal Management

• Prepare customized quotations with multiple plan options

• Present proposals to stakeholders (procurement, finance, HR, travel desk) and address technical queries.

• Manage revisions, approvals, and validity timelines for quotations.

• Policy Booking and Issuance

• Collect KYC/company documentation, traveler details, and declarations per compliance requirements.

• Accurately complete proposal forms and obtain necessary signatures/consents.

• Process premium payments, reconcile amounts, and issue policy documents, endorsements, schedule of benefits, and certificates.

• Account Management and Client Servicing

• Serve as primary point of contact for client travel desks, HR, and finance for policy servicing.

• Support claims initiation by guiding on documentation, timelines, and

• emergency assistance procedures.

• Coordinate with claims teams and assistance providers to expedite resolution and communicate status.

• Adhere to IRDAI/DoI or relevant regulatory guidelines, AML/KYC norms, data privacy, and audit requirements.

• Maintain complete and accurate records: proposals, quotes, communications, policy schedules, and claim logs.

• Ensure marketing and client communications are compliant with approved product literature and disclosures.

• Stay updated on sanctions lists, travel advisories, and high-risk region protocols.

Reporting and Analytics

• Track sales KPIs: leads, conversions, pipeline value, average deal size, cycle time, retention, and upsell.

• Train client travel coordinators on policy usage, issuance workflows, and emergency protocols.

• Keep current on competitor products, pricing, and emerging travel risks (pandemics, geopolitical, natural disasters).

• Participate in product and compliance training; obtain/renew required licenses or certifications.

• Improve sales collateral, scripts, and FAQs to enhance client understanding and close rates.

Customer Experience and Retention

• Conduct onboarding sessions for new corporate clients and their travelers.

• Implement SLA-driven response and turnaround times for quotes and servicing.

• Drive renewals proactively with early reviews, competitive benchmarking, and program enhancements.

• Seek feedback, resolve complaints promptly, and promote satisfaction and referrals.

Key Skills and Qualifications

• Strong B2B sales and relationship management; ability to engage CXO, HR,

• Procurement, and Travel Desk stakeholders.

• Solid understanding of travel insurance products, underwriting basics, and claims processes.

• Excellent communication, presentation, and negotiation skills.

• Proficiency with CRM tools, MS Office/Google Suite, and reporting.

• Attention to detail, compliance orientation, and problem-solving in time-sensitive scenarios.

Gross Salary: ₹20,000 to ₹23,000

Working Hours: 10:00 AM to 7:00 PM, Monday to Saturday

Probation Period: 6 months

Company : BTW Financial Services & IMF Pvt Ltd

Interview & Job Location :BTW Visa Services India Pvt Ltd

Office No.B.14,Ground Floor, Civic Center, MMGS Marg, Dadar East, Dadar, Mumbai, 400014

• It is a Full Time కస్టమర్ మద్దతు / టెలికాలర్ job for candidates with 0 - 1 years of experience.

ట్రావెల్ సేల్స్ ఎగ్జిక్యూటివ్ job గురించి మరింత

1. ట్రావెల్ సేల్స్ ఎగ్జిక్యూటివ్ jobకు apply చేయడానికి అర్హతా ప్రమాాణాలు ఏమిటి?
   Ans: అభ్యర్థికి గ్రాడ్యుయేట్, అంత కంటే ఎక్కువ మరియు అంతకంటే ఎక్కువ 0 - 1 years of experience అనుభవంతో ఉండాలి
2. ఈ Job రోల్ కోసం నేను ఎంత జీతం ఆశించగలను?
   Ans: మీ ఇంటర్వ్యూపై ఆధారపడి శాలరీ ₹20000 - ₹23000 నెలకుని మీరు ఆశించవచ్చు. ఇది ముంబైలో Full Time Job.
3. ట్రావెల్ సేల్స్ ఎగ్జిక్యూటివ్ job కొరకు ఎన్ని పనిదినాలు ఉన్నాయి?
   Ans: ఈ ట్రావెల్ సేల్స్ ఎగ్జిక్యూటివ్ jobకు 6 working days ఉంటాయి.
4. ఈ ట్రావెల్ సేల్స్ ఎగ్జిక్యూటివ్ jobకు apply చేసేటప్పుడు లేదా చేరేటప్పుడు ఏవైనా ఛార్జీలు ఉన్నాయా?
   Ans: లేదు, ఈ ట్రావెల్ సేల్స్ ఎగ్జిక్యూటివ్ jobకు కంపెనీలో ఉదాహరణకు, Btw Financial Services & Imf Private Limitedలో పనిచేసేటప్పుడు ఎలాంటి ఫీజులు వర్తించవు.
5. ఇది ఇంటి నుండి పని చేసే పనినా?
   Ans: లేదు, ఇది ఇంటి వద్ద నుంచి Job కాదు మరియు ఆన్‌లైన్‌లో చేయలేం.
6. ఈ ట్రావెల్ సేల్స్ ఎగ్జిక్యూటివ్ రోల్ కు ఎన్ని ఓపెనింగ్‌లు ఉన్నాయి?
   Ans: Btw Financial Services & Imf Private Limited వద్ద 20 ట్రావెల్ సేల్స్ ఎగ్జిక్యూటివ్ ఇమ్మీడియెట్ ఓపెనింగ్ ఉంది
7. ఈ Jobకు ఎవరు apply చేసుకోవచ్చు?
   Ans: ఈ కస్టమర్ మద్దతు / టెలికాలర్ jobకి పురుష, మహిళా అభ్యర్థులు apply చేసుకోవచ్చు.
8. ఈ ట్రావెల్ సేల్స్ ఎగ్జిక్యూటివ్ Job టైమింగ్స్ ఏమిటి?
   Ans: ఈ ట్రావెల్ సేల్స్ ఎగ్జిక్యూటివ్ job Day Shift కలిగి ఉంది.